Q3 2023 Holdings
Filed 2023-11-14 | 9 holdings | $279.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $69.7M | 548,165 | 25.0% |
| Brookfield Corp(BN) | CL A LTD VT SH | 11271J107 | $48.8M | 1,560,009 | 17.5% |
| Markel Group Inc(MKL) | COM | 570535104 | $47.7M | 32,425 | 17.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $30.0M | 229,410 | 10.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $28.3M | 89,640 | 10.1% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $18.0M | 112,940 | 6.4% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $14.3M | 262,880 | 5.1% |
| Burford Cap LTD(BUR) | ORD SHS | G17977110 | $13.8M | 984,468 | 4.9% |
| Trupanion Inc(TRUP) | COM | 898202106 | $8.5M | 301,470 | 3.0% |